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LEVIX vs VTSMX
LEVIX vs VTSMX Comparison
Open Charts LEVIX vs VTSMX
Lazard US Equity Concentrated Instl
Price$11.73
Change-$0.03 (-0.26%)
VolumeN/A
Net Assets40.34M
Vanguard Total Stock Mkt Idx I
Price$158.19
Change-$0.88 (-0.55%)
VolumeN/A
Net Assets1.95T
LEVIX vs VTSMX Comparison Chart in %
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LEVIX vs. VTSMX commentary
Sep 26, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LEVIX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. LEVIX (40.3M). VTSMX pays higher dividends than LEVIX: VTSMX (1.07) vs LEVIX (0.48). LEVIX was incepted earlier than VTSMX: LEVIX (20 years) vs VTSMX (33 years). LEVIX (0.83) is less costly to investors than VTSMX (0.14). LEVIX is a more actively managed with annual turnover of: 146.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than LEVIX: VTSMX (3000) vs LEVIX (10000). VTSMX annual gain was more profitable for investors over the last year : 16.04 vs. LEVIX (-59.27). VTSMX return over 5 years is better than : 96.39 vs. LEVIX (-75.88).
| LEVIX | VTSMX | LEVIX / VTSMX | |
| Total Expense Ratio | 0.80 | 0.14 | 571% |
| Annual Report Gross Expense Ratio | 0.83 | 0.14 | 593% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 0.256 | 12.863 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 10000 | 3000 | 333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.3M | 1.95T | 0% |
| Annual Yield % from dividends | 0.48 | 1.07 | 45% |
| Returns for 1 year | -59.27 | 16.04 | -369% |
| Returns for 3 years | -73.34 | 79.91 | -92% |
| Returns for 5 years | -75.88 | 96.39 | -79% |
| Returns for 10 years | -69.78 | 249.73 | -28% |
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